Daniela V Vizcaino

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ship Bottom, NJ
• 04/2020 → Present
  Bank Of America, N.A.
  Ship Bottom, NJ
• 08/2018 → 03/2020
  Tropicana Casino, Siganos Management
  Atlantic City, NJ
• 10/2017 → 08/2018
  Tropicana Casino, Siganos Management
  Atlantic City, NJ
• 10/2017 → 01/2018
  Caesars Casino , Siganos Management
  Atlantic City, NJ
• 06/2017 → 09/2017
  Borgata Hotel, Casino & Spa
  Atlantic City, NJ
• 03/2020 → 04/2020
  Unemployed
  Galloway, NJ
• 09/2017 → 10/2017
  Unemployed
  Ventnor City, NJ
• 10/2016 → 04/2017
  Ritz Casino
  Plovdiv
• 04/2017 → 06/2017
  College
  Plovdiv
• 09/2016 → 10/2016
  College
  Plovdiv
• 10/2014 → 06/2017
  College
  Plovdiv
• 06/2016 → 09/2016
  Borgata Hotel, Casino & Spa
  Atlantic City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-11-23

Other Names

• Daniela Valentinova Stefanova